Core Viewpoint - Hema has completely shut down all of its membership stores, marking the end of its attempt to establish a second growth curve that aimed to compete with Costco [2][3]. Group 1: Business Closure - All Hema X membership stores have ceased operations as of August 4, 2023, following the closure of the last remaining store in Shanghai on August 31 [1][2]. - The closure includes the initial stores opened in major cities such as Beijing, Shanghai, Nanjing, and Suzhou, with a total of 10 stores launched since the first store opened in October 2020 [3][4]. Group 2: Strategic Shift - The decision to close the membership store format is part of Hema's strategic adjustment to focus on its core business, Hema Fresh, and other formats like outlets [7]. - Hema aims to enhance its competitive edge by strengthening its high-quality fresh supply chain and instant delivery capabilities, moving away from the membership model that targeted middle-class and high-end consumers [6][7].

Core Viewpoint - Hema has decided to completely shut down its membership store business, which was previously seen as a "second growth curve" for the company, following the closure of its membership stores in Beijing and Suzhou [1] Group 1: Store Closures - Hema X membership store in Shanghai will cease operations on August 31, following the closure of its Beijing and Suzhou locations on July 31 [1] - After August 31, all Hema membership stores will be closed, marking the end of this business segment [1] Group 2: Strategic Shift - Hema has stated that the closure of the membership stores is a proactive adjustment, with a focus shifting towards Hema Fresh and Hema NB formats [1] - The company plans to continue expanding Hema Fresh stores, with nearly 100 new locations expected to open in the new fiscal year [1] Group 3: Background Information - Hema X membership store is a membership-based retail format launched by Hema, which was the first Chinese brand in the warehouse-style membership sector, competing with Costco and Sam's Club [1] - The first Hema X store opened in October 2020 in Shanghai [1]

Group 1 - JD.com plans to open 5 discount supermarkets in Suqian, Jiangsu, and Zhuozhou, Hebei in August, utilizing a large store format and a wide range of SKUs, with the first store in Zhuozhou covering 5,000 square meters and offering over 5,000 high-cost performance daily goods [1] - The pricing strategy for these discount supermarkets will generally be lower than conventional market prices, leveraging JD.com's supply chain advantages [1] - Other e-commerce platforms are also focusing on the discount supermarket model, with Meituan's "Happy Monkey" project set to open its first store in Hangzhou by the end of August, aiming for 1,000 stores in total [1] Group 2 - The discount supermarket business is seen as a key strategy for e-commerce platforms to expand offline and seek new growth avenues, with competitors like Dingdong Maicai and Hema also developing their own discount supermarket formats [1] - Dingdong Maicai launched its first "Dingdong Outlet" community store in Shanghai in 2023, with a store size of 400-500 square meters, while Hema's discount stores have surpassed 300 locations nationwide as of June 2023 [1]

据悉，京东折扣超市与目前行业内已有的小店型、SKU少的折扣超市不同，依靠供应链优势，采取大店 型、多SKU的运营模式。 消息称，首个涿州京东折扣超市门店面积达5000㎡，精选超5000款高性价比的民生商品，价格将普遍低 于市场常规售价。 首个涿州京东折扣超市门店面积达5000㎡。 8月5日，据智通财经消息，京东8月份将在江苏宿迁、河北涿州两地五店同开，落地京东折扣超市。 ...

Group 1 - The core point of the news is that Hema X membership stores are closing, with only one remaining location in the country, as part of Hema's strategic business adjustment to focus on Hema Fresh and Hema NB [1] - Hema has announced plans to gradually phase out the traditional membership supermarket model, which was initially seen as a competitive move against Sam's Club and Costco [1] - Hema has successfully opened 72 Hema Fresh stores in 21 cities in 2024 and plans to open nearly 100 more in the 2025 fiscal year [1] Group 2 - Hema X membership has officially integrated with Taobao 88VIP, enhancing the value of the 88VIP membership and providing new growth opportunities for Hema [2] - The adjustment of the 88VIP membership system is part of Alibaba's strategy to deepen its "big consumption platform" approach, connecting Taobao flash sales with Ele.me [2] - As of this year, the number of 88VIP members has surpassed 50 million, indicating a significant potential customer base for Hema X membership [2]

近日，京东宣布将于8月在江苏宿迁和河北涿州两地同步开设五家折扣超市。据悉，首个涿州京东折扣 超市门店面积达5000㎡，精选超5000款高性价比的民生商品，价格将普遍低于市场常规售价。 京东对新浪科技表示，京东折扣超市是国内首个大型折扣超市业态。早在一年前，京东华冠折扣超市就 率先在北京进行了试点，分别在去年6月份和12月份在房山开出两家门店，并提供线下选购与线上便捷 下单的双重服务。 京东介绍，京东折扣超市在开设的区域、门店面积、SKU数量、线下运营优势上与目前行业内已有的折 扣超市均不相同。此外，还依托京东供应链上的优势，产地直采以及自有品牌，同时布局下沉市场，聚 焦大众消费，店内商品价格普遍低于市场常规售价。 责任编辑：王翔 ...

近日，智通财经独家获悉，京东在下沉市场又爆出新动作，8月份将在江苏宿迁、河北涿州两地五店同 开，落地京东折扣超市，与目前行业内已有的小店型、SKU少的折扣超市不同，京东折扣超市依靠供应 链优势，采取大店型、多SKU的运营模式，首个涿州京东折扣超市门店面积达5000㎡，精选超5000款高 性价比的民生商品，价格将普遍低于市场常规售价。业内人士认为，京东这一战略之举，或将重塑下沉 市场商业格局，为区域经济高质量发展增添新动力，为消费者带来超丰富以及超高性价比的购物体验。 据了解，该模式已在北京低调试点一年多时间。（智通财经记者 查沁君） ...

近日，京东在下沉市场又爆出新动作，8月份将在江苏宿迁、河北涿州两地五店同开，落地京东折扣超 市，与目前行业内已有的小店型、SKU少的折扣超市不同，京东折扣超市依靠供应链优势，采取大店 型、多SKU的运营模式，首个涿州京东折扣超市门店面积达5000㎡，精选超5000款高性价比的民生商 品，价格将普遍低于市场常规售价。业内人士认为，京东这一战略之举，或将重塑下沉市场商业格局， 为区域经济高质量发展增添新动力，为消费者带来超丰富以及超高性价比的购物体验。据了解，该模式 已在北京低调试点一年多时间。（智通财经） ...

【#多方回应永辉超市蛋挞上爬蟑螂#：店家已经全面消杀，先整改再进一步调查】 据智通财经此前报道，6月24日，永辉超市宣布，预计在今年9月30日前完成全国200店的调改目标。接 下来的调改聚焦员工与商品两方面，具体包括提升员工技能培训与收入待遇，以及在商品结构达到胖东 来的80%基础上，加强自有品牌爆品打造冲击亿元级大单品。 据荔枝新闻报道，近日，安徽合肥，网曝肥东县撮镇镇永辉超市（东风大道店）售卖的蛋挞上有蟑螂在 爬。事后，店家回应称，同一柜的产品已作下架处理，售卖出去的同一批次产品予以退款。 8月4日，当地市场监管所回应称，店家已经全面消杀，先责令整改，再做进一步调查处理。 ...

Group 1 - The company, Wumart Group, is set to open a new batch of seven "Learning Fat Donglai Modified Stores" starting from August in Beijing, Tianjin, and Hangzhou, with specific openings on August 8 and August 29 for certain locations [1][3] - The product structure in the new stores will closely resemble 80% of the product structure of Fat Donglai, with significant expansions in the baking and ready-to-eat food processing areas, offering a variety of freshly made products daily [3] - The company aims to enhance customer experience by introducing a one-stop convenience service area at store entrances, providing over ten basic services including self-service tea machines and pet storage [3] Group 2 - Following the modifications, the Daxing Huangcun store in Beijing and the Beichen store in Tianjin both achieved an average daily foot traffic exceeding 10,000 in their first month, with the Daxing store experiencing nearly a 20% year-on-year increase in sales [4] - The penetration rate of ready-to-eat food in the modified stores, such as Xueqing Road, Daxing Huangcun, and Beichen, has surpassed 60% [4]